See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,459 | $59,101+93.7% | $77,163+48.3% | $75,163+52.3% |
| Participation rate | 95.2% | 63.9%+31.4pp | 69.6%+25.7pp | 67.2%+28.0pp |
| Annual return | 16.79% | 26.71%-9.9pp | 37.87%-21.1pp | 160.62%-143.8pp |
| Employer contribution / active EE | $7,058 | $1,995+253.8% | $2,535+178.4% | $2,670+164.4% |
| Participant deferral / active EE | $6,821 | $2,999+127.4% | $3,833+77.9% | $4,125+65.4% |
| Admin fee / account holder | $5,385 | $4,774+12.8% | $5,472-1.6% | $5,651-4.7% |